iShares Russell 3000 Value Index shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $71M | 695k | 102.54 |
| 2025-09-30 | $808k | 8.1k | 99.95 |
| 2025-06-30 | $678k | 7.2k | 94.62 |
| 2025-03-31 | $1.3M | 14k | 92.29 |
| 2024-12-31 | $1.3M | 14k | 92.59 |
| 2024-09-30 | $1.3M | 14k | 95.49 |
| 2024-06-30 | $1.2M | 14k | 88.13 |
| 2024-03-31 | $1.3M | 15k | 90.44 |
| 2023-12-31 | $1.3M | 16k | 84.33 |
| 2023-09-30 | $1.4M | 18k | 74.62 |
| 2023-06-30 | $1.5M | 19k | 78.26 |
| 2023-03-31 | $1.7M | 23k | 73.78 |
| 2022-12-31 | $1.7M | 25k | 70.63 |
| 2022-09-30 | $1.6M | 26k | 62.61 |
| 2022-06-30 | $1.8M | 27k | 66.87 |
| 2022-03-31 | $2.3M | 30k | 75.87 |
| 2021-12-31 | $2.1M | 27k | 76.35 |
| 2021-06-30 | $1.7M | 24k | 71.97 |
| 2021-03-31 | $1.4M | 21k | 68.89 |
| 2020-12-31 | $1.3M | 21k | 62.18 |
| 2020-09-30 | $1.2M | 22k | 54.30 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $909k | 20k | 46.17 |
| 2019-12-31 | $944k | 15k | 63.03 |
| 2019-09-30 | $772k | 13k | 57.79 |
| 2019-06-30 | $877k | 16k | 56.65 |
| 2019-03-31 | $587k | 11k | 54.79 |
| 2018-12-31 | $329k | 6.7k | 49.12 |
More positions owned by Sequoia Financial Advisors
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